Gradient Investments LLC

Position in WMB — Williams Companies, Inc.

CIK 1542265 ARDEN HILLS, MN

Position in WMB

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$703,182

+$152,311 QoQ

Shares Held

9,459

+25.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#983

of 1,824 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Gradient Investments LLC holds $18,116,637 across 5 Oil & Gas Midstream names. WMB ranks #3 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KMI	Kinder Morgan, Inc.	498,088	$15,923,873
2	LNG	Cheniere Energy, Inc.	3,440	$822,194
3	WMB	Williams Companies, Inc. This page	9,459	$703,182
4	ET	Energy Transfer LP	21,866	$418,077
5	DTM	DT Midstream, Inc.	1,699	$249,311

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$703,182	9,459	+25.0%	Shares	Sole	2026-07-08
2026-03-31	$550,871	7,569	+16.0%	Shares	Sole	2026-04-13
2025-12-31	$392,157	6,524	-6.5%	Shares	Sole	2026-01-08
2025-09-30	$441,929	6,976	-12.4%	Shares	Sole	2025-10-06
2025-06-30	$499,904	7,959	-5.3%	Shares	Sole	2025-07-08
2025-03-31	$502,462	8,408	-17.4%	Shares	Sole	2025-04-09
2024-12-31	$550,995	10,181	-10.6%	Shares	Sole	2025-01-21
2024-09-30	$519,999	11,391	-0.9%	Shares	Sole	2024-10-15
2024-06-30	$488,367	11,491	+1.5%	Shares	Sole	2024-07-18
2024-03-31	$441,296	11,324	+9.3%	Shares	Sole	2024-04-23
2023-12-31	$360,978	10,364	+3.6%	Shares	Sole	2024-01-18
2023-09-30	$336,900	10,000	-33.9%	Shares	Sole	2023-10-27
2023-06-30	$493,952	15,138	-5.5%	Shares	Sole	2023-07-11
2023-03-31	$478,207	16,015	-2.7%	Shares	Sole	2023-04-17
2022-12-31	$541,303	16,453	+24.0%	Shares	Sole	2023-01-10
2022-09-30	$379,834	13,267	+136.7%	Shares	Sole	2022-10-14
2022-06-30	$174,963	5,606	+8267.2%	Shares	Sole	2022-07-11
2022-03-31	$2,238	67	-79.3%	Shares	Sole	2022-05-26
2021-12-31	$8,410	323	0.0%	Shares	Sole	2022-01-12
2021-09-30	$8,378	323	-20.0%	Shares	Sole	2021-10-18
2021-06-30	$10,726	404	+2.3%	Shares	Sole	2021-07-12
2021-03-31	$9,357	395	-11.6%	Shares	Sole	2021-04-21
2020-12-31	$8,962	447	0.0%	Shares	Sole	2021-01-08
2020-09-30	$8,783	447	-16.1%	Shares	Sole	2020-10-06
2020-06-30	$10,137	533	-61.8%	Shares	Sole	2020-07-10
2020-03-31	$19,767	1,397	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.